+292.6%
STLD vs NIO
-90.7%
+383.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | -0.1% | -1.4% |
| 7D | +3.1% | -13.0% | +16.2% | +4.9% |
| 30D | -9.0% | -18.3% | +9.3% | -6.7% |
| 3M | -12.4% | -33.2% | +20.8% | -8.0% |
| 6M | +25.5% | -21.5% | +47.0% | +28.1% |
| YTD | +43.6% | -25.5% | +69.1% | +47.3% |
| 1Y | +87.2% | -38.0% | +125.2% | +95.3% |
| 3Y | +135.2% | -65.5% | +200.7% | +153.9% |
| All | +292.6% | -90.7% | +383.3% | +402.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling